Re: 2021 Mercedes Benz EQC
What I see happening is the the traditional ICE auto industry is still thinking ICE. Meaning that they see segment sharing between cars and SUVs that are sold at a higher profit margin, they think that if they made SUV EVs those SUV customers will pay twice as much for an EV version of the same segment EV. That's not gonna happen, and the #1 selling EV company has already painted that picture for the ICE industry.
All they had to do is look at the actual demand/sales of an electric sedan/5-door vs an electric SUV. Month after month the sedan or 5-door hatch outsells the SUV by a wide margin.
YTD, midsize Model 3 is over 55k, while YTD the full-size Model S is at 14k while the large Model X is at 13K. But for August Model 3 sold over 14k units, vs 2600 and 2700 for the Model S and X.
Just looking at the live real time data, it indicates that the ICE industry is reaching for very low large SUV EV sales numbers below 3k monthly. Which does make sense, as they are limited on battery production capacity, and to launch globally, a higher price on a less popular platform helps them get in the EV market and meet consumer demand.
But it is vividly clear that if the ICE automaker is interested in a high volume EV which can bring profitability, their focus should be with offering an EV midsize sedan or 5-door hatch. For Ford, that would be a next gen Fusion EV, for Lincoln it would be a next gen MKZ EV. The German ICE automakers know this, because with MB it WILL be next gen C-Class EV and already testing BMW a 3-Series EV.
So it seems these two large luxury CUV EVs from MB and BMW will be their flagship EVs, until the launch of their much higher volume sedans. Very much how Tesla launched the Model S and X before the higher volume Model 3.
Jaguar on the other hand, fumbled and tried to mix the two in a hybrid type of suv/5-door sedan, which just narrowed their market significantly. Their better option was to do a next gen XE but make it electric to compete with Model 3 the upcoming EV competition in that segment. I just hope Ford does not make the same mistake their first dedicated EV, unless it's an electric next gen Mustang, then it's on.
But it won't be long until the EV sedans/5-doors with great diving dynamics, longer range and beautiful sleek lines are launched, and thats when the real fun begins.....